Analyst, Financial Planning & Analysis

BenevityVancouver, BC
Hybrid

About The Position

Benevity is seeking a Financial Analyst to join its FP&A team. This role will assist the leadership team with forecasting, analyzing, and understanding financial plans and results. The ideal candidate is detail-oriented, capable of handling and analyzing large amounts of data, and supports a company dedicated to making a difference in the world.

Requirements

  • Strong proficiency in financial modeling, Excel, and data analysis.
  • Ability to translate complex data into actionable insights.
  • Demonstrated attention to detail and strong problem-solving skills.
  • Ability to work under pressure and meet tight deadlines, prioritizing competing deliverables and multi-tasking.
  • Exceptional communication and interpersonal skills with the ability to present financial information to non-financial stakeholders.
  • Bachelor's Degree in Finance, Accounting, Economics, or a related field.
  • Minimum of 2+ years of FP&A, Corporate Finance, Budgeting/Forecasting, or related experience.

Nice To Haves

  • Curious, naturally analytical, motivated to learn, question the status-quo, moves fast.
  • Experience with or demonstrated curiosity about AI tools (e.g., Claude, ChatGPT) to enhance analytical workflows, automate reporting, and improve productivity.
  • Experience with Oracle NetSuite, Pigment, Adaptive Insights, and Salesforce.
  • SaaS or Fintech experience.

Responsibilities

  • Assist in the development of the annual budget by working closely with the FP&A Manager and senior business partners.
  • Develop financial forecasts that accurately predict business performance.
  • Deliver variance analysis of the company's financial, people, and operational data to inform decision-making.
  • Support strategic business decisions through ROI-focused financial modeling and analysis.
  • Establish and maintain relationships with key stakeholders and serve as a point of contact for finance-related matters.
  • Prepare board decks, executive presentations, and investor communications.
  • Leverage AI tools to accelerate financial analysis, automate reporting tasks, streamline workflows, and surface insights from large datasets.
  • Contribute to the implementation of a new financial planning tool.
  • Maintain FP&A data integrity across planning and reporting systems.
  • Support the enhancement of financial processes, systems, and data to improve accuracy, scalability, and automation.

Benefits

  • Innovative work.
  • Growth opportunities.
  • Caring co-workers.
  • A chance to do work that fills us with a sense of purpose.
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